Denise Nuñez Casale
VP, Sr. Wealth Advisor
D: (786) 749-7065
Fax: (786) 209-0535
Denise Nuñez Casale has more than 28 years in the financial industry, much of it originating in the New York Tri-State area. Denise has served in a myriad of client-centric roles serving affluent, high net worth individuals, families, foundations and institutions. Her career highlights include executive wealth management leadership roles and founding an independent financial services firm, throughout South Florida for the last 23 years.
Her highly successful career includes fifteen years at Bank of America and five years at TD Bank Wealth Group as senior investment advisor and portfolio manager. Denise is actively involved with South Florida-based community and charitable organizations, including Boys & Girls Club Palm Beach, Kids in Distress, Covenant House, PACE Center for Girls, 100+ Women that Care, American Cancer Society (Cancer Survivor 2012), NADP National Association of Divorce Professionals, Human Equality Rights Campaign Member, GLLN Gay Lesbian Lawyer Network, CFP Planning Forum, Estate Planning Gift Council and the Collaborative Law Association. She is also a Seton Hall Alumni Mentor.
Denise is a CDFA-certified Divorce Financial Analyst and completed her interdisciplinary training in Collaborative Family Law Practice. She attained her certificate of financial planning from Florida Atlantic University College of Business and is a graduate of Seton Hall University. Denise also holds a series of securities and insurance licenses.